VIG β€” VANGUARD S DIVIDEND APPRECIATION ETF

Ownership history in FIDELITY D & D BANCORP INC  Β·  10 quarters on record

AI Ownership Summary

FIDELITY D & D BANCORP INC reported VANGUARD S DIVIDEND APPRECIATION ETF (VIG) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.5% in 2025 Q4. The latest visible filing shows VIG at 4.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDELITY D & D BANCORP INC's position in VANGUARD S DIVIDEND APPRECIATION ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIG was reported at 4.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.5% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDELITY D & D BANCORP INC held VIG β€” position size vs. price
% of Fund (quarterly)    VIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 47,393 +19,654 +70.9% 4.50% $10.4M 2026-02-14 (Est.) $226.38
2025 Q3 ADDED 27,739 +2,713 +10.8% 3.30% $6.0M 2025-11-13 $215.98
2025 Q2 ADDED 25,026 +3,000 +13.6% 3.14% $5.1M 2025-08-15 $207.00
2025 Q1 ADDED 22,026 +1,499 +7.3% 2.81% $4.3M 2025-05-01 $187.12
2024 Q4 ADDED 20,527 +5,557 +37.1% 2.93% $4.0M 2025-02-21 $197.78
2024 Q3 ADDED 14,970 +822 +5.8% 1.97% $3.0M 2024-12-06 $197.80
2024 Q2 ADDED 14,148 +127 +0.9% 1.96% $2.6M 2024-08-05 $176.45
2024 Q1 ADDED 14,021 +57 +0.4% 1.92% $2.6M 2024-04-16 $168.06
2023 Q4 REDUCED 13,964 -4,095 -22.7% 1.85% $2.4M 2024-01-12 $163.99
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FIDELITY D & D BANCORP INC and VIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDELITY D & D BANCORP INC reported owning VIG?

FIDELITY D & D BANCORP INC reported VIG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VIG position in FIDELITY D & D BANCORP INC's portfolio?

The largest reported portfolio weight for VIG was 4.50% in 2025 Q4.

What is the latest reported VIG position on this page?

The most recent filing on this page is 2025 Q4, when FIDELITY D & D BANCORP INC reported 47,393 shares, equal to 4.50% of portfolio, with an estimated market value of $10.4M.

What does the chart on this VIG ownership page compare?

The chart compares FIDELITY D & D BANCORP INC's quarterly VIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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